Gryphon Financial Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gryphon Financial Partners’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-324	Closed	-$7K	–	196
2022 Q2	$7K	Buy	+324	New	+$6.87K	﹤0.01%	219
2018 Q3	–	Sell	-2,127	Closed	-$38K	–	345
2018 Q2	$38K	Sell	2,127 -141	-6%	-$2.66K	0.02%	273
2018 Q1	$42K	Sell	2,268 -3,507	-61%	-$68K	0.02%	251
2017 Q4	$114K	Buy	+5,775	New	+$111K	0.06%	127

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gryphon Financial Partners's DXJ Position: Q3 2022 in Review

Gryphon Financial Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2022, closing a stake of 324 shares — an estimated $7K sold.

Gryphon Financial Partners first reported a position in DXJ in Q4 2017 and held it in 4 quarters. The position peaked at $114K in Q4 2017. 196 funds tracked by Wall St. Rank hold DXJ as of Q3 2022.

Gryphon Financial Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Gryphon Financial Partners sold 324 WisdomTree Japan Hedged Equity Fund shares in Q3 2022, an estimated $7K.
Gryphon Financial Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
Gryphon Financial Partners's WisdomTree Japan Hedged Equity Fund position peaked at $114K in Q4 2017.
196 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.